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Senior Paraplanning Professional
2 months ago
Job Title: Senior Paraplanner
Company: Financial Divisions
Location: St Albans area
Job Type: Full-time
Salary: Up to £55,000 per annum
Benefits:
- Comprehensive study package
- Bonus scheme
- Opportunity to buy additional holidays
- Christmas closure
- Hybrid working arrangement
- Opportunity to grow pension
- Study support towards achieving Chartered Status
Job Summary:
We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will be responsible for providing full paraplanning support to a senior Financial Planner, producing high-quality financial plans for clients.
Key Responsibilities:
- Provide full paraplanning support to a senior Financial Planner
- Develop technical paraplanning skills further
- Attend client meetings and be part of the advice process
- Review client information, undertake research, and collate supporting documentation and application paperwork for the advice
- Provide full analysis of a client's needs, researching solutions, and writing compliant and suitable recommendations for all clients
- Full lifetime cashflow modelling to develop the client's holistic financial plan
Requirements:
- Minimum of 2 years pure paraplanning experience with client-facing and Level 4 Diploma
- Current cashflow modelling experience required
- Study support provided to assist with Advanced papers to achieve Chartered Status
What We Offer:
At Financial Divisions, we offer a dynamic and progressive work environment, excellent mentoring, and a structured career path. If you are looking to join a reputable local wealth management firm with a strong client loyalty and staff care, we encourage you to apply.
